Cloudflare, Inc.
NET- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001477333
近 90 天，Cloudflare, Inc. 內部人申報 0 筆公開市場買進、23 筆賣出；2026 年第 2 季末有 1,228 家機構在 13F 申報持有，市值合計 $697.8 億；方舟投資和索羅斯基金管理兩位大師持有。
2021 年第 3 季 13F 持有人
Cloudflare, Inc. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 620
- 較 2021 年第 2 季 +87 家
- 持有股數
- 2.18 億
- 較 2021 年第 2 季 +1,074 萬 (+5.2%)
- 總市值
- $245.6 億
- 較 2021 年第 2 季 +$26.2 億 (+11.9%)
- 新進機構
- 127
- 另有 225 家加碼
- 清倉機構
- 40
- 另有 174 家減碼
另有 4 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NET 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,228 | $697.8 億 |
| 2026 年第 1 季 | 1,139 | $570.6 億 |
| 2025 年第 4 季 | 1,091 | $548.2 億 |
| 2025 年第 3 季 | 1,039 | $591.4 億 |
| 2025 年第 2 季 | 947 | $543.2 億 |
| 2025 年第 1 季 | 872 | $297.5 億 |
| 2024 年第 4 季 | 772 | $284.2 億 |
| 2024 年第 3 季 | 680 | $207.3 億 |
| 2024 年第 2 季 | 652 | $211.1 億 |
| 2024 年第 1 季 | 709 | $241.7 億 |
| 2023 年第 4 季 | 678 | $207.4 億 |
| 2023 年第 3 季 | 573 | $158.0 億 |
| 2023 年第 2 季 | 560 | $160.4 億 |
| 2023 年第 1 季 | 572 | $150.7 億 |
| 2022 年第 4 季 | 550 | $109.3 億 |
| 2022 年第 3 季 | 563 | $128.5 億 |
| 2022 年第 2 季 | 550 | $103.4 億 |
| 2022 年第 1 季 | 641 | $279.6 億 |
| 2021 年第 4 季 | 681 | $297.7 億 |
| 2021 年第 3 季 | 620 | $245.6 億 |
| 2021 年第 2 季 | 537 | $226.1 億 |
| 2021 年第 1 季 | 507 | $137.4 億 |
2021 年第 3 季持有機構
每家機構持有 Cloudflare, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 1,391,008 | $1.57 億 | 0.13% | +327,651+30.8% | 加碼 |
| Wells Fargo & Company | 1,494,858 | $1.68 億 | 0.04% | −1,226−0.1% | 減碼 |
| California Public Employees Retirement System | 1,572,725 | $1.77 億 | 0.13% | +34,788+2.3% | 加碼 |
| Northern Trust Corp | 1,611,299 | $1.82 億 | 0.03% | +223,905+16.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,642,758 | $1.85 億 | 0.40% | −55,019−3.2% | 減碼 |
| Deutsche Bank AG | 1,707,605 | $1.92 億 | 0.09% | +188,561+12.4% | 加碼 |
| Legal & General Group Plc | 2,164,477 | $2.44 億 | 0.08% | −124,965−5.5% | 減碼 |
| Franklin Resources Inc | 2,386,866 | $2.69 億 | 0.10% | −152,435−6.0% | 減碼 |
| First Trust Advisors LP | 2,558,785 | $2.88 億 | 0.31% | −300,181−10.5% | 減碼 |
| Capital World Investors | 2,686,649 | $3.03 億 | 0.05% | +120.0% | 加碼 |
| Geode Capital Management, LLC | 3,136,303 | $3.53 億 | 0.05% | +620,511+24.7% | 加碼 |
| Norges Bank | 4,125,067 | $4.65 億 | 0.10% | −124,786−2.9% | 減碼 |
| Gilder Gagnon Howe & Co LLC | 4,379,378 | $4.93 億 | 2.56% | −430,854−9.0% | 減碼 |
| State Street Corp | 5,192,327 | $5.85 億 | 0.03% | +242,784+4.9% | 加碼 |
| Sands Capital Management, LLC | 8,323,377 | $9.38 億 | 1.56% | +7,289,490+705.1% | 加碼 |
| BlackRock Inc. | 15,926,333 | $17.9 億 | 0.05% | +1,266,502+8.6% | 加碼 |
| Vanguard Group Inc | 21,889,538 | $24.7 億 | 0.06% | +1,518,091+7.5% | 加碼 |
| Morgan Stanley | 27,910,765 | $31.4 億 | 0.42% | −819,129−2.9% | 減碼 |
| Baillie Gifford & Co | 29,734,942 | $33.5 億 | 1.75% | −532,242−1.8% | 減碼 |
| FMR LLC | 31,002,733 | $34.9 億 | 0.28% | +606,600+2.0% | 加碼 |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −140,000−100.0% | 清倉 |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −82,436−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −67,053−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −61,316−100.0% | 清倉 |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −43,827−100.0% | 清倉 |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −39,990−100.0% | 清倉 |
| Sandler Capital Management | 0 | $0 | 0.00% | −34,920−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −30,424−100.0% | 清倉 |
| Athanor Capital, LP | 0 | $0 | 0.00% | −28,529−100.0% | 清倉 |
| Viridian Ria, LLC | 0 | $0 | 0.00% | 0 | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −16,084−100.0% | 清倉 |
| Investment House LLC | 0 | $0 | 0.00% | −15,056−100.0% | 清倉 |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −11,984−100.0% | 清倉 |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −11,095−100.0% | 清倉 |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −9,000−100.0% | 清倉 |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −8,850−100.0% | 清倉 |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −8,624−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,237−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,196−100.0% | 清倉 |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,596−100.0% | 清倉 |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −5,963−100.0% | 清倉 |
| BP PLC | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,366−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,320−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,247−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,162−100.0% | 清倉 |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,037−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,223−100.0% | 清倉 |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −1,974−100.0% | 清倉 |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,906−100.0% | 清倉 |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −1,400−100.0% | 清倉 |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,168−100.0% | 清倉 |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −641−100.0% | 清倉 |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −169−100.0% | 清倉 |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −70−100.0% | 清倉 |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| Venrock Management V, LLC | – | – | – | – | 本季未申報 |
| Pictet Asset Management Ltd | – | – | – | – | 本季未申報 |
| CWM, LLC | – | – | – | – | 本季未申報 |
| First Horizon Corp | – | – | – | – | 本季未申報 |